Crm software small business & freelancers

Crm software small business & freelancers

By Steven Bennett


If you are starting or running a small business it is essential you always keep your focus on your customers and clients. Forming relationships, knowing your customer’s needs and clear communication are essential if you want to grow and maintain a business. Get it wrong with your clients and its history. This is why a CRM system and CRM software are essential for your small business.

Many small businesses and freelancers, due to low cost, keep track of their customers and leads using tools like spreadsheets. Simple lists that contain basic customer information. Initially this system can work but over time using spreadsheets, post it notes and notepads will become a nightmare once your client base, or job list grows.

What is CRM software? Is it important for freelancers and small businesses?

CRM (Customer Relationship Management) is a system for managing your customers and leads, tracking their requirements and giving them what they need when they need it. CRM software is a tool that is used to perform your CRM duties more efficiently and effectively. Saving you time, money and post it notes all while keeping you in the best possible standing with your customers and clients.

What are the differences between each available CRM software?

There are many amazing CRM software tools out there, this is primarily due to the demand for a solution from companies who want to keep their sales, marketing and customer service departs in good order. Each CRM has its own set of advantages and each will tell you that theirs is best. Some, like Bloom Cube, are CRM’s built for freelancers and small businesses where as others excel at dealing with larger teams, huge client lists and enterprise level tools.

As a freelancer, start-up or small business owner many of the features available in the larger CRMs may be overkill for your needs and simply become extras that are payed for and not used. They are amazing at what they do but aren’t always suited to a business’s needs.

We offer tips, advice & guides to freelancers, entrepreneurs, start-ups and small business owners on how to grow your business

How should a freelancer or small business choose CRM software?

Our advice, do your research and choose CRM software that offers the tools and pricing that suit your business or profession. Look at how much it costs, if there are additional extras and if the tools it provides are the tools you need. If you can get all the tools you need in one place you will save time and money by reducing the need to pay and jump between platforms.

Regardless of whether you choose to use spreadsheets, a CRM designed for small businesses or an enterprise level CRM the most important thing is to focus on your customer and their needs. CRM software is there to improve and assist with customer relations not replace it.

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